Manage your finances in Advance.
DuTrac’s Advance® is a complete review of your financial picture. Integrated with an online personal financial management (PFM) tool to assist you in budgeting, evaluating spending habits, tracking goals, and building wealth.  At DuTrac, we want to see you Advance your financial goals and dreams. Click here to schedule your Advance review.

With Advance you can:

  • Manage your account relationships with almost all financial institutions, including credit card providers and investment firms.
  • Create budgets, categorize and track spending habits
  • Understand cash flows and manage account balances
  • Reduce debt and increase savings
  • Build wealth and watch it grow through the Net Worth tool

Are you ready to Advance to a brighter financial future?
Simply use the button above or the link below request an Advance financial review with a DuTrac financial services consultant today! We will work with you to advance your finances.

To best assist you during your Advance Financial Review appointment, it is important to get the most complete financial picture possible. Use this checklist as a guide for what to bring with you to your appointment. Please bring as much of the information as you have available. If you have already entered the information into the Advance program and want to reference it during your appointment, please bring your PC Branch login and password information.

Download a printer-friendly version of this document list.

To use Advance:

To use Advance, members must be enrolled in PC Branch – DuTrac’s online banking solution. If you would like to enroll in DuTrac’s PC Branch, please contact a highly qualified financial services consultant.

If you are already enrolled in PC Branch, simply log in to PC Branch and look for the “Advance” tab on the upper right navigation bar.

®Advance is a registered trademark of DuTrac Community Credit Union.